Individuals

Achieving financial success is a complex goal that requires a significant amount of time, knowledge, consistency and resources. Additionally, as your success and net worth grow, unavoidable economic and market variables prove to be significant barriers which “off-the-shelf” products often do not suffice. However, a sound financial plan and investing strategies are essential to protecting and sustaining your quality of life, specifically when retirement arrives.

We strive to build a trusted, long-term relationship in order to better understand your goals, values and aspirations. Whether saving for a college tuition or retirement, planning for estate, disability or long-term care, we believe your financial plan should be unique to your situation and evolve with you. Although overwhelming, our goal is to put your concerns to rest by providing alternatives that will help you understand the process, make educated decisions and take control of your future.

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Financial Planning

Not a current client? Contact us today about your financial needs, including: estate planning, retirement planning, and more.

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Enza Financial LLC Member Firm and/or its agents are presently licensed to sell traditional life insurance in the following states: AL, CA license number 0E67796, FL, GA, IL, IN, KS, KY, LA, MA, MI, MN license number 40394917, MO, OH, OK, PA, TX, VA, WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services. Variable life and annuity products, as well as other securities products, may be sold in the following states: AL, CA, FL, IL, KS, LA, MI, MN, MO, OH, OK, PA,VA, WA. Residents of other states should consult with a local registered representative for securities products. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA / SIPC. Enza Financial LLC Member Firm is independently owned and operated. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. Enza Financial LLC is member firm of M Financial Group. Please go to http://www.mfin.com/and click on "Disclosure Statement" at the bottom of the home page for further details regarding this relationship.